Payments can be applied to one or more orders for full or partial amounts. A deposit on invoice (down payment on an unposted invoice) is processed like a regular payment but DocketManager can tell the difference when applying GL accounts.
Using the search filters allows for a particular payment to be located or it can be used to find multiple payments with similar specs.
Searching Payments
Step Action
1. Select {Accounting} then select the Payments tab.
2. The search criteria that can be used include:
Field | Action |
Date | Select a preset date range from the Date field drop-down. Selecting {Custom Range} from the Date drop-down allows for a customized date range to be set using a pop-up calendar. |
Customer Name | Enter in the full or partial Customer Name. |
Deposit Code | Enter in the full or partial Deposit Code. |
Type | Select applicable deposit Types from the drop-down menu. |
Reference Number | Enter in the full or partial Reference Number. |
Amount Range Slider | Select a preset amount range by adjusting the Amount Range Slider. |
Amount Range | The Amount Range will automatically adjust based on the selection made using the Amount Range Slider. |
3. Once Search criteria has been entered, select {Search}. To clear all search
criteria, select {Clear}.